Eric Charles Metzger
Also appears in the source record as: Eric C Metzger
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (6)
- SIESeries 3Series 7Series 10Series 9Series 66
- Registered states (7)
- Delaware · Indiana · Michigan · New Jersey · New York · South Carolina · Washington
- Years in the industry (source record)
- 27
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 2995727 contains one or more disclosure events as of Aug 20, 2026.
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Current firm
From the firm record
- Firm
- Wells Fargo Advisors
- Firm CRD
- 19616
- SEC number
- 801-37967
- Assets under management
- $671.4B as of Jun 23, 2026
- Website
- www.twitter.com/WFINVESTING ↗
- Phone
- 314-875-3000
- Firm location
- St. Louis, MO, 63103-2205
Employment history (12)
From the source registration record · current first
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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J.P. Morgan Securities LLCOrchard Lake, MI · IA capacityOct 26, 2012 → May 21, 2019
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J.P. Morgan Securities LLCOrchard Lake, MI · BC capacityOct 25, 2012 → May 21, 2019
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Charles Schwab & Co., Inc.Troy, MI · IA capacityDec 14, 2005 → Oct 18, 2012
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Charles Schwab & Co., Inc.Troy, MI · BC capacityDec 13, 2005 → Oct 18, 2012
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Ubs Financial Services Inc.Weehawken, NJ · BC capacityDec 19, 2002 → Dec 20, 2005
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Merrill Lynch Pierce Fenner & Smith Inc.Bloomfield Hills, MI · IA capacityMar 16, 2002 → Oct 9, 2002
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedNew York, NY · BC capacityJun 17, 1998 → Oct 9, 2002
Source & corrections
Where this page comes from
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Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.